Venture Guides · Nishkam

Email Triage

Wednesday July 22 2026
Last 7 days (Jul 15 – Jul 22)
161 inbox emails + Sent Items + calendar reviewed
Current — Jul 22
Prior — Jul 21
Urgent + Important
Do now
11
TiE — confirm TiECon & participation
Manual · your note / w Alok
Jul 22
You added
TiE/Alok — CDOIQ panel + 1:1 today
TiE · Alok Prasad / CDOIQ
Jul 22
Today
Pandorian — technical deep dive Jul 23
Pandorian · Daniel Avital
Jul 23
Confirm/prep
Verapath — data room today, round next wk
Verapath · Joe McMann / Bear
Jul 22
Time-sensitive
Flecks — office visit Thu, deck incoming
Flecks · Brian Hussey / Bear
Jul 23
Prep
Compyl — lock Aug 10 board (NYC)
Compyl · Roslyn / Matt / Armory
Aug 10
Portfolio
Redactable — met Pablo, decide w/ Newt
Pablo · PlusUltra Capital
Jul 22
Advance/pass
Capsule Security — intro call today
Capsule · Naor Paz / w Holzman
Jul 22
Done
Xor — send the turndown
Xor · Tobias / Marc
Jul 8
Carried
Opsin — turndown vs. expert call
Opsin · James Pham / Dave
Jul 16
Deal
Assail — board held, readout pending
Assail · Alissa / Ian
Jul 21
Portfolio
Important · Not Urgent
Schedule time
6
SpartanX — fundraise + data room
SpartanX · Anton / Diego / Erik
Jul 17
Portfolio
Genesis — ARR waterfall + ICP notes
Genesis · Holzman / Glickman
Jul 22
Portfolio
Clarity — Marty decision + PR paused
Clarity · Holzman / Will / Jenny
Jul 24
Portfolio
Ray — AE hire (weekly ran Jul 21)
Ray Security · Ariel Zamir
Jul 21
Portfolio
Black Hat — trip booked, lock meetings
Manual · with Dave / Holzman
Aug 3
Carried
Memcyco — deal-team weekly (ran Jul 21)
Memcyco · Israel Mazin
Jul 21
Portfolio
Urgent · Not Important
Delegate or handle fast
4
Karambit — rebook to Friday
Karambit.AI · Andrew Hendela
Jul 25
Rebook
Send portfolio check-in agendas
Manual · weekly cadence
Jul 23
Manual
Gryphon — rebook John Wu next week
Gryphon · John Wu
Jul 20
Rebook
Julia — teach-in / pitch practice
Manual · Julia / Zach
Jul 14
Carried
Neither
Ignore / delete
0
No items
New Deals
New names & inbounds — first calls / evaluations · kept until you act (per your note)
25
Redactable / PlusUltra — met Pablo
Pablo · PlusUltra / via Ben
Jul 22
Advancing
Capsule Security — intro call ran
Naor Paz · w/ Holzman
Jul 22
Advancing
SafeHill — inbound via Chingona
Fernando · via Daniel
Jul 16
New
Spotlight — call ran Jul 22
Katie / Alex · via Anton
Jul 22
Advancing
Gryphon — Series A call (rebooking)
John Wu · via Ben Nye
Jul 20
Advancing
Karambit.AI — follow-up (rebooking Fri)
Andrew Hendela
Jul 25
Advancing
Seaionl / CertPing — follow-up Jul 30
Chenna · seaionl.com
Jul 30
Advancing
DrDroid — reconnected, overview in
Siddarth Jain · YC W23
Jul 20
Re-engaged
Flecks.ai — office visit Thu Jul 23
Flecks · Brian / via Bear
Jul 23
Advancing
Semperis — Marty visited Jul 16
Marty Momdjian · via Holzman
Jul 16
Carried
Verapath — data room Jul 22, round next wk
Joe McMann · with Bear
Jul 22
Time-sensitive
Arthrix — first call done
Oleg Lerner · via Bear
Jul 16
Carried
Vigilent — first call done
Rohit Unnikrishnan · vigilent.ai
Jul 16
Carried
Pandorian — deep dive Jul 23
Daniel Avital
Jul 23
Advancing
Zero Quarry — first call ran Jul 21
Shane Connelly · with Will
Jul 21
Carried
Rein — re-engaged on agent security
Matan Efrat · reinsec.io
Jul 17
Re-engaged
NuDay AI — follow-up sent
Bill / Alex · with Bear
Jul 15
Carried
Mission Decisions — intro call ran Jul 21
Colin Hillier · via Bear/Plutus
Jul 21
Advancing
QuantumGenie — call done
QuantumGenie · via Bear
Jul 15
Carried
Supertide — call done
Damian · via Bear
Jul 15
Carried
Control+ — leaning pass
Greg / Mehdi · via Anton / Dave
Jul 10
Carried
Rubicon / Bitfab — warm intros (JPM)
via Vickrum / Kevin (JPM)
Jul 14
Carried
DeFake — first call ran (done)
Kimber Labs · via Julia
Jul 14
Carried
Clearwood — pre-read, schedule
Matt · via Josh / Ian
Jul 8
Carried
Screened / parked — see detail
Misc inbounds · no action
—
Parked
Events
Outside the office & worth attending — this week + upcoming (Boston-focused)
5
CDOIQ Symposium — TODAY (panelist)
Jul 22 · Hyatt Regency Cambridge
Jul 22
Speaking
Black Hat USA — Las Vegas (booked)
Aug 3–6 · Las Vegas
Aug 3
Going
MIT delta v Demo Day — Cambridge
Sep 11 · via Zach tracker
Sep 11
Upcoming
Startup Boston Week — speaking (your note)
Sep 18 · Boston (panelist)
Sep 18
Speaking
Agentic AI Summit — Boston Seaport
Oct 29 · via Zach tracker
Oct 29
Upcoming
Waiting on
1
Vinit — identity security / Clarity view
Reference · Vinit Khandelwal
20d
Personal
0
Patterns this session
0
Your notes routed to Q1 as one manual TiE item: "Confirm TiECon and TiE participation" + "Do TiE work" became "TiE — confirm TiECon & participation" (badge: You added), tied to your 6pm Alok 1:1 today. "Do StartupWeek Boston" wasn't a new item — you're already speaking Sep 18 — so it was folded into the existing Events entry and flagged as your note. No standing-rule change: TiE/Alok is already an always-surface rule. triage_rules.md unchanged.
feedback
Pandorian de-escalated from "invite bounced" to "confirm/prep" — you re-forwarded the invite to daniel.av@pandorian.ai on Jul 21, and the Technical Deep Dive is on your calendar tomorrow (Wed Jul 23, 9am ET, with Dave/Julia). Action is now to verify Daniel has it and prep.
exception
Verapath elevated from New Deals to Q1: Joe McMann said (Jul 21, 11pm) the Deal Room opens TODAY and the round launches next week. Now time-sensitive with a clock; mirrored in both places (Q1 id verapath-dataroom, New Deals id verapath-firstlook).
exception
Compyl board reset — today's 10am board invite was canceled (Anton, "rescheduling"), killing the Jul 30 plan; Roslyn/Armory availability now points to Mon Aug 10, 2–5pm ET in NYC. Q1 item retitled to "lock Aug 10 board." Separate Compyl Sync (cash-flow model) stays Thu Jul 23, 9:30am.
exception
Calls that ran today moved to dimmed/advancing: Capsule Security intro (Naor, 12:30pm, w/ Holzman) and Spotlight Security (9:30am, w/ Will/Anton). Redactable — you met Pablo (Plus Ultra) and sent a warm follow-up; retitled "met Pablo, decide w/ Newt." Karambit moved to a Friday rebook (was Thu 3pm) to avoid colliding with the Flecks office visit; Flecks confirmed Thu Jul 23 3–4pm with the MSSP deck incoming.
exception
Assail: board held Jul 21 (Brooklyn), but the team is storm-stranded in NYC (Tropical Storm Bertha), so today's Assail Weekly AND tomorrow's VG-internal Assail prep are both canceled — next weekly = board readout. Kept dimmed in Q1 so the readout resurfaces. Self-eval stays resolved (dropped from Q1; sent to Jenny Jul 20).
exception
Suppressed as noise this run: Roslyn scheduling churn (Ava birthday, Team Lunch/new-hire welcome, Pipeline Review, canceled Compyl/Assail weeklies), Dave's pipeline-meeting recap (Krnel/Eddie Tsinovoi — no ask to you), cal.com/HBS student meeting reschedules, Affinity notification digests, SPC Demo Faire + Marriott/Amtrak receipts, and the personal Mamdani/childcare note to Mike. Opsin unchanged from Jul 21 (turndown-vs-expert fork; no new activity in-window).
exception
Notes for next run
Q1 11
Q2 6
Q3 4
New Deals 25
Events 5
Waiting 1
Personal 0
Venture Guides · Wednesday July 22 2026